Peter Cohen
Peter Cohen is a registered investment advisor at Ameritas Advisory Services, LLC, based in West Simsbury, CT, with 51 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
12 Rocklyn Ct Ste 101B, West Simsbury, CT, 06092
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Peter is a licensed independent insurance agent selling fixed insurance products through PC Planning & Benefits Inc, dedicating full-time hours to insurance sales and marketing, especially life insurance for businesses. He also has several other business activities including employee benefit sales, medical practice software reselling, and clearing house recovery services, each taking minimal time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Creative Resources Investment Advisors LLC
Cr Broker Services, LLCBroker
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Walnut Street Advisers INC
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
Home Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Radford Capital CorporationBroker
Pps Securities CORP.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.